First Foundation Advisors’s Plains GP Holdings PAGP Stock Holding History

First Foundation Advisors’s Portfolio PAGP Stock Details PAGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,000	Closed	-$182K	–	347
2025 Q3	$182K	Buy	+10,000	New	+$191K	0.01%	323

Other funds holding PAGP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Foundation Advisors's PAGP Position: Q4 2025 in Review

First Foundation Advisors sold out of Plains GP Holdings (PAGP) in Q4 2025, closing a stake of 10,000 shares — an estimated $182K sold.

First Foundation Advisors first reported a position in PAGP in Q3 2025 and held it in 1 quarter. The position peaked at $182K in Q3 2025. 313 funds tracked by Wall St. Rank hold PAGP as of Q4 2025.

First Foundation Advisors reported no remaining Plains GP Holdings position as of Q4 2025 after selling out during the quarter.
First Foundation Advisors sold 10,000 Plains GP Holdings shares in Q4 2025, an estimated $182K.
First Foundation Advisors first reported a position in Plains GP Holdings in Q3 2025 and held it in 1 quarter.
First Foundation Advisors's Plains GP Holdings position peaked at $182K in Q3 2025.
313 funds tracked by Wall St. Rank held Plains GP Holdings as of Q4 2025.

Based on First Foundation Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.